Investor Presentaiton slide image

Investor Presentaiton

Singapore Commercial Market Business park(1) FRASERS LOGISTICS & COMMERCIAL TRUST ◆ Supply: The completion of on-going projects are expected to be delayed by at least three months due to disruptions in the construction industry. From 2021 to 2023, an estimated 4.14 million sq ft of new supply will come on stream. Demand: Leasing activity was subdued in Q1 2021, with renewals and relocations continuing to feature. Total island wide net absorption registered at negative 35,817 sq ft in Q1 2021. . Rents: With landlords becoming more flexible in rental negotiations as they seek to maintain occupancy levels, both City Fringe and Rest of Island markets registered a drop in rents. The former saw a decrease of 0.9% q-o-q to $5.75 psf/ month whereas the latter saw a less steep drop of 1.4% q-o-q to $3.65 psf/month. The upcoming supply e.g. Clean TechPark slated for completion in 2021 is likely to put pressure on rents. ◆ Vacancy: Island wide vacancy rate eased slightly from 13.0% in 3Q20 to 12.8% in 4Q20 with no new supply over the past three months. Occupancy rate is unlikely to dip significantly as there is limited large contiguous space in city fringe business parks (S$ psf per month) Singapore Business Park rents $6.5 $6.0 5.8 5.85 5.75 5.4 5.5 5.5 5.65 Singapore business park rents 5.25 5.3 5.4 $5.5 5.05 $5.0 $4.5 $4.0 $3.5 City fringe Rest of Island 1Q 21 (psf/month) S$5.75 Q-o-q (%) ▼ 0.9 S$3.65 ▼ 1.4 3.8 3.85 3.8 3.7 3.7 3.65 3.65 3.7 3.7 3.75 3.65 $3.0 $2.5 + 1Q11 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 Business Park (City Fringe) Source: CBRE, Singapore Market View, Q1 2021. Business Park (Rest of the Island) 1. Alexandra Technopark is a high-specification B1 industrial development located at the city-fringe, with certain physical attributes similar to business parks. Due to limited availability of market research information directly relating to the asset class of Alexandra Technopark, market research information for business parks is provided for indicative reference. 39 39
View entire presentation